Analyzing Marathon Oil in the Recent Rally
In 3Q17, 239 funds were “buyers” of Marathon Oil stock, while 265 funds were “sellers.” The total selling funds outnumbered the total buying funds by 26.
On October 25, 2017, Marathon Oil (MRO) declared a dividend of $0.05 per share. The dividend will be payable on December 15, 2017.
As of November 16, 2017, Sherwin-Williams (SHW) stock was trading at a one-year forward PE multiple of 22.0x, while its peer PPG Industries (PPG) was trading at 17.4x.
About 70% of the analysts covering Sherwin-Williams (SHW) have recommended a “buy” for the stock, and 30% have recommended a “hold.” None of them have recommended a “sell.”
As of November 16, 2017, Sherwin-Williams’s current dividend yield was 0.87%. It has been on a declining trend for the past four quarters.
On October 18, 2017, Sherwin-Williams (SHW) announced the dates for its 4Q17 regular cash dividend and stated that it will pay a dividend of $0.85 per share.
So far in 2017, Sherwin-Williams (SHW) has had a good run. As of November 16, 2017, the stock has risen 44.4%.
Institutions hold nearly 62.5% of Kinder Morgan’s outstanding shares.
Kinder Morgan (KMI) is currently trading 9.0% below its 50-day moving average and 14.0% below its 200-day moving average.
Kinder Morgan (KMI) fell 3.7% during the week ended November 17, 2017. KMI underperformed the broader energy sector during the week.
We’ve seen that GoPro’s (GPRO) revenue rose 37% YoY (year-over-year) in 3Q17. This rise in revenue has also meant a significant rise in non-GAAP (generally accepted accounting principles) profitability for the company.
According to GoPro’s (GPRO) internal data, approximately 30% of customers who purchased the HERO6 also owned a HERO4 or HERO5.
One of GoPro’s (GPRO) priorities is to make smartphones integral to the GoPro experience. The company has estimated a high correlation between the adoption of smartphones and the growth of GoPro products.
In September 2017, GoPro (GPRO) launched the HERO6 Black and has ensured a 90% global fill rate for the product. The camera launched on September 28, and it’s expected to drive revenue in the holiday season of 2017.
GoPro (GPRO) has fallen 4.8% since the start of 2017. In 1Q17, GoPro’s revenue rose 19% YoY (year-over-year) to $218.6 million.
The consumer tech (QQQ) stock GoPro (GPRO) has fallen 22.3% since the start of November 2017 to close at $8.29. GoPro is now trading 16% over its 52-week high of $7.14 and 30% below its 52-week high of $11.89.
Capital allocation is key for metal and mining companies given the industry’s capital-intensive nature.
IBM was trading at a forward EV-to-EBITDA multiple of ~9.25x on November 11, 2017.
Amazon’s AWS (Amazon Web Services), Microsoft Azure, and Google Cloud all include enterprise AI solutions such as translation, NLP (natural language processing), and image recognition.
IBM’s Cloud Private software platform is the company’s tailored hybrid cloud offering aimed at strengthening IBM’s performance in this space.